Filed February 8, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,253 | $87,841+9.6% | $133,980-28.2% | $62,891+53.0% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.9pp |
| Annual return | 6.75% | 12.05%-5.3pp | 29.30%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,574 | $3,483-54.8% | $5,211-69.8% | $2,281-31.0% |
| Participant deferral / active EE | $2,462 | $4,812-48.8% | $6,282-60.8% | $3,203-23.1% |
| Admin fee / account holder | $4,230 | $5,371-21.2% | $9,324-54.6% | $4,296-1.5% |